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Financial Consultants in Apex, NC

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18 results found

Eliot Barton Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing DirectorManagerChief ExecutiveOperations ManagerCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFounderFounding MemberPartnerCorporate ExecutiveManagersDepartment Store SalespersonRetail ProfessionalRetail SalespersonEntertainerRecruitment

Experience & Education

Position:
Financial Advisor at Edward Jones, Marketing Director and Set Manager at Cross Shadow Productions
Title:
Financial Advisor, Edward Jones
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Edward Jones - Apex, NCFinancial Advisorsince Apr 2012Cross Shadow Productions Marketing Director and Set Managersince May 2009

Michael Onthank Apex, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTerritory Sales ManagerRegion ManagerBachelor of ScienceSenior Customer Service RepresentativeClient Service OfficerCustomer ServiceArea ManagerManagers

Experience & Education

Work

Company:
Pnc bank
Financial consultant
Company:
Nccorntoss.com
Owner-founder

Bill Laundon Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveEquipment Tools Purchasing AgentClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonCustomer ServiceConstructionOperations ManagerMarketing ManagerFinancial OfficerFinancial ManagerSales RepresentativeRegional Sales ConsultantField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Edward Jones - Raleigh-Durham, North Carolina AreaFinancial Advisorsince Mar 2013Old Florida National Bank - Raleigh-Durham, North Carolina AreaVice President Commercial Equipment GroupJun 2012 - Oct 2012
Skills:
Structured Finance, Insurance, Cash Flow Forecasting, Credit, Sales Management, New Business...

Loren Zicko Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHospital Care ProfessionalNurseHealth ProfessionalHealth PractitionerNurse PractitionerTeam Member

Experience & Education

Title:
Hospital & Health Care Professional
Location:
Raleigh-Durham, North Carolina Area
Industry:
Hospital & Health Care
Work history:
Western Wake Crisis Ministry - Apex, NCFinancial CounselorSep 2010 - Jan 2012Wake Med Staff Nurse Telemetry UnitJun 2007 - Dec 2009

Shelly Cook Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerOffice AdministratorChief ExecutiveOperations ManagerOffice AssistantOffice ClerkClerical SpecialistContractorSales RepresentativeIndependent Business OwnersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at SCDesign
Location:
Raleigh-Durham, North Carolina Area
Industry:
Design
Work history:
SCDesign - Apex, NCOwnersince 2012Edward Jones Investments - Fuquay Varina, NCBranch Office AdministratorFeb 2011 - Aug 2012
assistant to financial advisor

Tyler Kelly Apex, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSoftware DeveloperSoftware DevelopersOwnerChief ExecutiveSales PersonSales Representative

Experience & Education

Work

Company:
Clear cut lawn care, llc - Cary, NC
Owner
Company:
Elite financial management - Dallas, TX
Registered sales assistant, financial consultant

Skills

HTML, CSS, JavaScript, C#, WPF, Object Oriented Programming, SQL Server, Tortoise SVN, NUnit,...

Jakob Bron Apex, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorMarketing ManagerOperations ManagerTeam MemberAdvisor

Experience & Education

Work

Company:
Self-help credit union
Branch manager
Company:
Edward jones - Wake Forest, NC
Financial advisor

Jennifer Elland Apex, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentCo-FounderFounderFounding MemberChief Executive

Experience & Education

Work

Company:
Edward jones - Phoenix, AZ
Financial advisor trainee
Company:
Debt bailout usa - Scottsdale, AZ
Co-founder/content developer

Jody Smith Apex, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalChief Executive OfficerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFounding MemberOperations ManagerFinancial AnalystApprenticeBusiness Intelligence ProfessionalBusiness AdministratorLeaderAnalystAnalystsManagement AnalystBusiness ConsultantAdvisorManagersSupplierConsumer Goods ProfessionalServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeCommodities ClerkLicensed Real Estate BrokerProperty ManagerReal Estate ManagerData AnalystInformation Technology SpecialistData Entry SpecialistData ScientistIT SpecialistMaster of Business AdministrationEconomistMathematicsMathematicianStudent Worker

Experience & Education

Position:
CEO at Brightfield Analytics
Location:
Apex, North Carolina
Industry:
Financial Services
Work history:
Brightfield Analytics - Apex, NCCEOsince May 2012Freelance - Apex, NCBusiness WriterNov 2010 - Apr 2012
Skills:
Strategic Planning, Supervisory Experience, Financial Reporting, Forecasting, Financial Management, ...
Languages:
French, English, Spanish
Financial Advisor at UBS Wealth Management

Jim Zidar Raleigh, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCo-FounderChief Executive OfficerManaging PartnerFinancial ManagerFinancial DirectorFounderFounding MemberChief ExecutiveCorporate ExecutivePartnerFinancial OfficerAdvertising ProfessionalAdvertising Sales AgentOperations ManagerTeam MemberStudent Worker

Experience & Education

Position:
C.E.O. at Stealz, Inc., Managing Partner at NC Entrepreneurship Academy, Financial Manager at...
Title:
Co-Founder, C.E.O. at Stealz, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Marketing and Advertising
Work history:
Stealz, Inc. - Raleigh-Durham, North Carolina AreaC.E.O.since Jul 2012NC Entrepreneurship Academy - Raleigh-Durham, North Carolina AreaManaging Partnersince May 2012
Independent Financial Consultant at Co-Options Consumer Access

Glenn Slifker Raleigh, NC

Professions & Specialties

OwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativePremierGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Position:
Agency Owner at Allstate Insurance, Personal Financial Representative at Allstate Financial...
Title:
Owner of Slifker Insurance Agency
Location:
Raleigh-Durham, North Carolina Area
Industry:
Insurance
Work history:
Allstate Insurance - Apex, NCAgency Ownersince Nov 2007Allstate Financial Services, LLC Personal Financial Representativesince Nov 2007
Skills:
Insurance, Property & Casualty Insurance, ATV, Life Insurance, Disability Insurance, Commercial ...
Financial Advisor Magazine

Deborah Matthews Apex, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSecretaryAdministrative AssociateReceptionistFront Desk ClerkAdministrative ClerkClerical SpecialistFront Office ReceptionistPatient Account RepresentativeHealth Services ManagerDruggistPharmacistMedical AssistantHealthcare SupportOffice AssistantBusiness AdministratorOffice ClerkChief Administrative OfficerTeam LeaderChief ExecutiveOperations ManagerData ScientistMedical PractitionerPosting ClerkBiller

Experience & Education

Work

Company:
Raleigh plastic surgery center
Medical secretary/receptionist/ temp to hire position
Company:
Dr. david adam primary care - Cary, NC
Medical secretary/receptionist

Skills

Data entry and word processing on Vision, EMR/First Net, Star, Medic/Mysis, Medical Manager, Wang,...

Marcus Mcnear Apex, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerSupport ManagerManagersAccounting ClerkAccounting BookkeeperBookkeeperBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Nc department of commerce
Accountant / business officer
Company:
Hunter industries, inc - Cary, NC
Site controller/business support manager

Marcus Mcnear Apex, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerSupport ManagerManagersAccounting ClerkAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Work

Company:
Nc department of commerce
Accountant / business officer
Company:
Hunter industries, inc - Cary, NC
Site controller/business support manager

Deborah Matthews Apex, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSecretaryPatient Account RepresentativeTeam LeaderOperations ManagerOffice ClerkClerical SpecialistPosting ClerkBiller

Experience & Education

Work

Company:
Rex healthcare
Intake specialist
Company:
Wake radiology diagnostic imaging services
Medical secretary

Jared Klein Apex, NC

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProject ManagerCounselorAdvisorComputer Network ProfessionalNetwork AdministratorFinancial ManagerProject Managers

Experience & Education

Work

Company:
Cisco systems
Consultant. relationship management, global sales coverage, crediting, and compensation
Company:
Blue cross blue shield of nc - Durham, NC
Operations consultant, specialty markets (mosaic group)

John Gallagher Apex, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerAssistant ManagerBusiness AdministratorAnalystsManagersMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Proquest
Manager - pricing and analysis
Company:
Proquest

Jonathan Edwards Knoxville, TN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystBusiness AnalystAnalystsProject ManagerPlannerMaster of Business AdministrationBachelor of ArtsFinancial OfficerFinancial ManagerOperations ManagerProject Managers

Experience & Education

Work

Company:
Tennessee valley authority - Knoxville, TN
Risk analyst
Company:
Wesco international, inc - Nashville, TN
Business analyst

Skills

VLookup, Pivot Tables, If Statements


Financial Consultants near Apex, NC02575147711,0281,285RaleighDurhamCaryChapel HillSanfordWake ForestKnightdaleClaytonHolly SpringsBuies Creek



Financial Consultants around Apex, NC

Angier  (2)
Bahama  (1)
Buies Creek  (4)
Carrboro  (2)
Cary  (98)
Chapel Hill  (58)
Clayton  (9)
Coats  (1)
Durham  (125)
Garner  (2)
Hillsborough  (4)
Knightdale  (9)
Moncure  (1)
Pittsboro  (1)
Raleigh  (1,282)
Sanford  (16)
Wake Forest  (10)

Financial Consultants in North Carolina

Sub-specializations

Financial Consultant  (18)
Funder  (1)